AI & follow-up / Buford, Georgia

From the first inquiry.To the booked estimate.

Your team may be on a job when an inquiry arrives. We connect the service requested, project location and customer’s goal to the person responsible for calling back—so your Buford business can keep the conversation moving.

Free call + an action plan you can keep.
Your next customer, connected.Example workflow
01Your website

Let’s talk about
your project.

Your nameJordan
What do you have in mind? 
Request an estimate
02Your AI assistant
Text follow-up

Ready to pick
up the conversation.

The form or call brings the lead straight to your AI.

Ready to qualify the project

Service · Location · Timeframe

03Your calendar

Make room for the next project.

AI checks your availability Your hours. Your service area.
One conversation. All the way to the appointment.

Customer details, project context and the booking stay together.

Team handoff
Respond to forms and callsQualify the opportunityBook the next step
A&J Jewelers — Published client feedback Explore the work
A&J Jewelers / Published client feedback

Less time chasing the next message.

In his published review, A&J CEO Amit describes moving from manual DMs and follow-ups to automated responses—and getting personal time back.

  • A client’s reported experience
  • DM and follow-up automation
  • More time back for the owner
Meet the work
Your plan, built around your business

On-site estimates, consultations or service appointments. We connect your forms, phone, AI and calendar around the next step your business needs.

Find your starting point
Follow the inquiry

Watch an inquirybecome an appointment.

Choose a form submission or a phone call. Follow the questions, the booking and the project brief that reaches your team.

From first contact to a place in your calendar.Example workflow
01Your website

Let’s talk about
your project.

Your nameJordan
What do you have in mind? 
Request an estimate
02Your AI assistant
Text follow-up

Ready to pick
up the conversation.

The form or call brings the lead straight to your AI.

Ready to qualify the project

Service · Location · Timeframe

03Your calendar

Make room for the next project.

AI checks your availability Your hours. Your service area.
One conversation. All the way to the appointment.

Customer details, project context and the booking stay together.

Team handoff
Make room for the next customer

A busy team.A conversation that keeps moving.

A new inquiry should not depend on someone finding a spare moment. Your AI can handle the first useful questions, offer the agreed next step and pass the context to the right person.

A conversation starts

Keep a promising inquiry from sitting unanswered.

Connect the forms, calls and messages your business actually uses. The workflow acknowledges the customer and starts the conversation while your team is serving someone else.

The useful questions

Find out what the person needs before the visit.

Service, location, timing and the details that matter to your team can be gathered in the conversation. The aim is a better prepared appointment and less repeated back-and-forth.

Jordan’s driveway projectExample customer conversation

We’d like to replace our driveway.

Your AI assistantWhat town is the property in, and when are you hoping to get started?

Buford. We’re planning for next month.

Service, location and timing.
Useful context before the visit.
An agreed next step

Put the next step in the calendar.

An on-site estimate, consultation or service appointment becomes the destination. Booking, reminders and the team handoff are planned around your hours and how the business operates.

An agreed appointment

An on-site estimate.

Tuesday10:00AMTime selected

At the property · Buford

Confirmation and a clear next step

Illustrative booking. Availability and handoff rules are agreed with your team.
Every handoff, thought through

Your process.Connected from end to end.

We build around the way your team works, including the moments that need a real person’s judgment.

Map

Start where your leads arrive.

We identify the forms, phone numbers, messages and existing systems involved. We agree what a useful conversion is and who owns the conversation at each stage.

A clear path from first contact to your goal.

What we establish together

Define the destination.

Where the lead arrives
Your forms, phone calls and messages
What a useful next step is
An estimate, consultation or service visit
Who takes it from there
The right person, with the conversation
One agreed process before we connect the tools.
Prepare

Give the AI the right information.

We organize the business details, qualifying questions and response rules. We define what it can answer, when it should offer a booking and when it needs to bring in your team.

A useful assistant with clear responsibilities.

Connect

Join the conversation to the calendar.

We connect the agreed channels, customer records and appointment types. The customer’s project details travel with the booking so the person following up starts with context.

A booking the team can prepare for.

The team handoff

The details arrive together.

Tuesday10:00AMTime selected
Customer
Jordan
Project
Driveway replacement
Property
Buford, Georgia
Timing
Planning for next month
Illustrative booking. Availability and handoff rules are agreed with your team.
Test

Walk the real paths before launch.

We check ordinary inquiries, incomplete replies, unavailable times and requests for a person. After launch, we review the conversations and adjust the workflow around what your team learns.

A tested system with an ongoing owner.

What progress means

Did the inquiry reach a useful next step?

We review response paths, captured context, appointments and handoffs. The goal is less manual chasing and a team that knows what happens next.

Connect my inquiry process
01 / From inquiry to estimate

Your estimator gets
the story before the visit.

A form submission is a starting point. We connect the reply, useful questions and booking rules so your team can move toward an appointment with context.

Illustrative conversation
A new inquiry
“We’d like an estimate for a new patio.”
Your AI assistant

“Of course. What town is the property in, and when are you hoping to get started?”

The useful details

“We’re in Buford. Sometime next month.”

The questions follow your service area, project types and appointment rules.

Estimate handoffIllustrative brief

Patio project.
Buford, Georgia.

Details ready for the next step
The work
New patio
The timeframe
Next month
The conversation
Kept with the inquiry
Next actionOffer an approved
estimate appointment.

Your calendar.
Your boundaries.

You choose the appointment types and available times. The customer’s contact details, service, location, timeframe and conversation stay together. Pricing questions and exceptions can go to a person.

02 / When you miss the call

Pick up the context.
Then pick up the conversation.

You cannot answer every call while you are working. A useful follow-up gathers the reason for calling and gets it to the right person.

Illustrative missed-call follow-up

They still need
your help.

“Could someone call me about replacing our driveway?”
Your follow-up

“Where is the property, and when is a good time to talk?”

Ready for your team

A callback
with a reason.

Project
Driveway replacement
Property & timing
Collected in the follow-up
Who responds
The team member you assign

A person takes it from here.
The reason, location and preferred callback time travel with the request.

The handoff needs
an owner.

We connect the agreed follow-up channel, questions and routing. You decide the tone, timing and who receives each request.

Requests that need judgment stay with your team. The workflow gives them a useful place to begin.

03 / After the work is finished

Keep the relationship
going after the job.

A completion workflow makes honest feedback part of the process. A straightforward automation can handle the invitation; your people handle the relationship.

The project is completeIllustrative invitation
“Thank you for choosing our team.
We’d love your honest feedback.”

You can leave a public review or share feedback with us directly.

Public review

Help the next
customer choose.

An honest account of their experience, available to every customer.

Direct feedback

Give your team
something to act on.

Private feedback goes to the person responsible, with the project context.

The same options. For every customer.

Make it consistent.
Keep it human.

We connect project completion to the invitation and route replies to a named team member. The project and customer’s feedback stay together so someone can follow up when needed.

The public review option is never withheld or filtered by the feedback a customer gives.

Custom AI & automation

Built for your business.
Included in your package.

Every package.
At no extra charge.

We build the AI and automations that support your agreed plan—around your customers, your team and the next step you want to make easier.

Your business sets the rulesIllustrative routing
A question with an approved answer

“Where do you work?”

Your service information.
The assistant uses the area and services you provide.

A decision that needs your judgment

“What will my project cost?”

Your team takes over.
We agree the boundaries and the right person to receive the handoff.

A predictable next step

“The appointment is booked.”

The workflow follows through.
A confirmation or reminder may need a simple rule, rather than AI.

01 / Your voice

It should sound
like your business.

We shape the language, service information and rules with you. Your people keep the judgment, responsibility and relationship.

02 / The right tool

AI where a
conversation helps.

AI can make sense of a question and gather context. We use straightforward workflows for confirmations, reminders and routing when they suit the job.

03 / Useful context

Your customer should
not have to start over.

Contact details, project information and the conversation go to the person or calendar taking the next step.

Make room for the work
only your people can do.

Bring the missed calls, repeated questions or follow-up that keeps slipping. We’ll decide what to connect and where a person takes over.

Find the right starting point
Real clients. In their words.

The work.
From their side.

Different businesses. Different priorities. Hear what working with Propel has meant for the people behind them.

Sherry Pruitt
Sherry PruittRealtor, Mandowa & Company Real Estate

The AI software was impressive

A client’s experience

AI and database outreach, with support close by.

Sherry describes using Propel’s AI software and database messaging, alongside responsive communication from Jonathan throughout the setup.

AI softwareDatabase messagingResponsive support
03 / 03 client stories
Before we talk

Before we get to work.

Get my North Star Plan
Is custom AI and automation included?

Yes. Custom AI and automation are included at no extra charge in every Propel package. Your workflow, response rules and human handoffs are planned around the way your business operates.

Can you work with our current GoHighLevel account?

Yes. We review the existing setup and agree on the changes before modifying the workflow.

Will the AI quote or close projects for us?

Your team remains responsible for qualifying, quoting, closing and delivering the work. We define which repeatable steps the system can support.

Does the demo send a real message?

No. The widget is an interactive example. It shows a possible response and handoff without contacting a customer, placing a call or connecting to a live CRM.

A direction worth moving in

Find your
North Star.

A free conversation. A practical plan. Yours to use.

First, a little about you.

What would you like to work on?

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